Agency Licensing & Compliance Specialist

Cypress-Property-; Jacksonville (FL); On-site; USD 45,000 - 55,000; Full time

Job summary

Cypress-Property- is seeking an Agency Services Specialist to coordinate licensing, contracting and agent records. The role serves as a liaison among agents, development managers and senior sales leadership, ensuring compliance and timely processing of appointments, renewals and terminations.

You will maintain books of business, generate reports, review state regulations, and train agents on new processes, with bilingual English/Spanish ability preferred.

Qualifications

• 3-5 years customer service or call/service center experience.
• Property and Casualty license a plus.
• Must be detailed oriented and possess strong customer service, organizational and time management skills.
• Excellent verbal and written communication skills.
• Ability to fluently speak, read and write English; Spanish is a plus.

Responsibilities

• Proactively answer and respond to all phone and email inquiries concerning agent inquiries.
• Process applications and request for appointments or renewals according to state regulations, compliance guidelines and contract terms via electronic filing system.
• Accountable for processing terminations for agents with the Company(s) and TBD.
• Create and maintain complete client files on individual clients and company data; make changes to agency information (commission schedule changes, W-9, address, phone, etc.).
• Create, edit and terminate agents in Alchemy systems in accordance with current procedures.
• Request agents to complete and follow-up on appointment paperwork from agents in accordance with escalation procedures.
• Request payment to state.
• Validate agency information with field and regional business development personnel.
• Create and deliver Book of Business reports for Agents.
• Learn new processes and train as applicable agents on use.
• Report any and all issues to the appropriate business analyst for resolution.
• Document procedures
• Maintain and track current E&O information on agents in accordance with Alchemy procedures
• Create and send welcome communications to agents in accordance with Alchemy procedures
• Review State statutes and regulations for changes in reference to Agency Licensing with ability to develop recommendations for implementation

Skills

Customer service

Interpersonal skills

Time management

Communication skills

Education

High School Diploma/GED

Tools

Microsoft Office Tools

HubSpot

Adobe

Claude

Job description

Cypress-Property- is seeking an Agency Services Specialist to coordinate licensing, contracting and agent records. The role serves as a liaison among agents, development managers and senior sales leadership, ensuring compliance and timely processing of appointments, renewals and terminations.

You will maintain books of business, generate reports, review state regulations, and train agents on new processes, with bilingual English/Spanish ability preferred.